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How to Connect and Use Square

If you already use Square — for your storefront, point-of-sale, or existing online payments — you can connect it to your CRM so your invoices, payment links, and checkout pages run through the same Square account. This keeps your online and in-person payments together, with one set of payouts and reporting.

Before you connect​

  • You need an active Square account in your business's name (squareup.com). If you don't have one, you can create it for free, or use Stripe instead (see Payments & Invoicing).
  • Have your Square login handy for the one-time connection (you authorize the connection through Square's own secure sign-in — you don't hand us your password).

Connecting Square​

  1. In your CRM (app.symphonycore.com), open Payments → Integrations (or Settings, depending on your setup).
  2. Choose Square and click Connect.
  3. You're sent to Square's own sign-in to authorize the connection. Sign in and approve.
  4. You're returned to your CRM with Square connected. We confirm it's linked and run a small test.

The exact menu path can shift as the platform updates — your Symphony Core contact will point you to the current Connect Square button and can screen-share the authorization.

After connecting​

  • Payments from invoices, payment links, and checkout pages process through Square, and payouts land in your Square bank settlement as usual.
  • Refunds and payout schedules follow Square's rules — manage those in your Square dashboard.

Stripe or Square — which should I use?​

  • Already on Square for in-person sales → connect Square to keep everything together.
  • No existing provider, or you want the broadest online setup → Stripe is the smoother default.
  • You can only have one primary provider connected for checkout — pick the one that matches how you already take money.

Key takeaways​

  • Connect Square via Payments → Integrations → Connect, authorizing through Square's own sign-in (no password sharing).
  • Payments then flow through Square with your normal payouts and refund rules.
  • Choose Square if you already use it in person; otherwise Stripe is the easier default.

Questions? See How to Get Support.